Hagerty

HGTY · NYSE · Insurance Agents, Brokers & Service

Hagerty (HGTY) · oqro.io/stocks/HGTY · printed today. Every figure comes from a public filing, linked on the page online. Not investment advice.

How this filing works

SEC Form 13F

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Who owns it (13F)

As of Jun 30, 2026

Institutions reporting a stake, Q2 2026

126

+9 vs Q1 2026

Share of stock reported

27.3%

93.9M of 344M shares outstanding

Change vs Q1 2026

+3.21M shares

18 new positions, 9 positions closed

Reported in 13F filings, which cover managers over $100M and include double counting. A 13F shows holdings on the last day of the quarter, not when shares were bought or sold. Change counts the 124 managers that reported both quarters.

Largest reported holders, Q2 2026

1State Farm Mutual Automobile Insurance CoAbout the same51.8M sh · $617M55.2% of reported
2Neuberger Berman Group Llc Added (+807K shares)9.53M sh · $114M10.2% of reported
3T. Rowe Price Investment Management, Inc. Added (+449K shares)6.09M sh · $72.6M6.5% of reported
4Polar Capital Holdings PlcAbout the same6M sh · $71.5M6.4% of reported
5Pembroke Management, LTD Added (+1.67M shares)3.41M sh · $40.6M3.6% of reported
6Markel Group Inc. About the same3.11M sh · $35.9M3.2% of reported
7Vanguard Capital Management Llc Added (+61K shares)1.93M sh · $23M2.1% of reported
8Greenhaven Road Investment Management, L.P. Trimmed (-505K shares)1.87M sh · $22.2M2.0% of reported
9Vanguard Portfolio Management Llc Added (+19K shares)1.65M sh · $19.7M1.8% of reported
10Lincoln Capital LLC Added (+23K shares)974K sh · $11.6M1.0% of reported
11BlackRock, Inc. Added (+28K shares)718K sh · $8.56M0.8% of reported
12Royce & Associates LpAbout the same525K sh · $6.26M0.6% of reported
13Geode Capital Management, Llc Added (+28K shares)447K sh · $5.33M0.5% of reported
14Dimensional Fund Advisors Lp Added (+103K shares)375K sh · $4.47M0.4% of reported
15First Trust Advisors Lp New position336K sh · $4M0.4% of reported
16Scholtz & Company, Llc Trimmed (-17K shares)308K sh · $3.68M0.3% of reported
17Morgan Stanley Added (+9,994 shares)307K sh · $3.66M0.3% of reported
18Gillson Capital LP Added (+75K shares)277K sh · $3.3M0.3% of reported
19State Street Corp Added (+31K shares)264K sh · $3.15M0.3% of reported
20Vanguard Fiduciary Trust Co Added (+4,063 shares)239K sh · $2.85M0.3% of reported

Source: SEC Form 13F data sets, every filer, common stock only (options and bonds left out); 1 manager also reported puts and 2 managers calls. Amendments are applied; lines whose value was filed in thousands are scaled, and lines whose shares and value disagree are left out.

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How this filing works

Fund moves · 9

39.6%Stake

377KShares reported

51.4%Stake

6MShares reported · +233K vs prior quarter

103KPrior-quarter shares · no longer reported

103KShares reported

5.82MShares reported · +498K vs prior quarter

5.32MShares reported · +319K vs prior quarter

51.8MShares reported · +1.8M vs prior quarter

Who owns it (13F)

Largest reported holders, Q2 2026